Defined Benefit (Pension) · DOL Form 5500 · 2023
R. Ward & Associates, Inc. Pension Plan
Data updated 2026-08-25
- $992K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $123,942
- Avg per participant Near avg balance/head
Official DOL plan name: R. Ward & Associates, Inc. Cash Balance Plan · Sponsored by R. Ward & Associates, Inc. · Missouri · Professional & Technical Services
$992K in assets, 8 participants
R. Ward & Associates, Inc.'s R. Ward & Associates, Inc. Cash Balance Plan reported $992K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 24th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,803 in Professional & Technical Services (20,321 peers)
2023 asset change
R. Ward & Associates, Inc. Cash Balance Plan surged 31.1% in 2023 ($756K → $992K) for 8 participants.
- #3,803
- in Professional & Technical Services (20,321 peers)
- +31.1%
- assets growth YoY
R. Ward & Associates, Inc. Cash Balance Plan among the smaller filed plans by assets
R. Ward & Associates, Inc. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$991,539 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
R. Ward & Associates, Inc. Cash Balance Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R. Ward & Associates, Inc. Cash Balance Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- R. Ward & Associates, Inc. Cash Balance Plan reported net income rose from $127K in the plan year 2022 filing to $235K in the plan year 2023 filing.
- R. Ward & Associates, Inc. Cash Balance Plan end-of-year assets rose from $756K in the plan year 2022 filing to $992K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 582647597 · R. Ward & Associates, Inc. PY 2023 · Defined Benefit (Pension)
R. Ward & Associates, Inc. Cash Balance Plan · $992K · 8 · 24th
- BOY $992K
- SCH 8
- EBSA 24th
- PART Defined Benefit (Pension)
- TYPE near J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust
- NET ind #3803
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Missouri →
R. Ward & Associates, Inc. Cash Balance Plan in the asset neighbourhood
R. Ward & Associates, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All R. Ward & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $756K |
| 2023 | 1 | 8 | $992K |
| 2024 | 1 | 7 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $756K |
|---|---|
| Net Assets (End of Year) | $992K |
| Net Income | $235K |
| Employer EIN | 582647597 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.8B · 30,358
- Ameren Retirement Plan $4.7B · 10,156
- Co-Op Retirement Plan $3.5B · 14,993
- Emerson Electric Company Retirement Plan $3.4B · 2,671
- Carpenters Pension Trust Fund of St. Louis $3.3B · 11,420
R. Ward & Associates, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is J Michael Roney Insurance Services Inc Defined Benefit Plan and Trust in CA ($991K); by covered participants it is Anna Lu Dmd Apc Cash Balance Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($992K here).
Similar participant headcount
Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.